Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Simone is a financial professional with over 50 years of experience in the industry. Eugene is registered with Ameriprise Financial Services, LLC and has a Series 7TO, SIE, PC, and Series 1 license. He is also registered as an investment advisor in Rhode Island and Texas. Eugene is a board member at Simone, a position that involves 1 to 9 hours per month of investment-related work. Before joining Ameriprise Financial Services, LLC, Eugene was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WHITE, WELD & CO. INCORPORATED. Eugene's previous experience included working at BANK OF AMERICA, NA and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
RI
02/21/2020 - Present
Ameriprise Financial Services, LLC (PROVIDENCE RI)
RI
09/26/1978 - 02/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
NA
08/19/1977 - 09/26/1978
WHITE, WELD & CO. INCORPORATED
NA
12/17/1969 - 09/13/1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 08/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 12/12/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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